EverSource Wealth Advisors, LLC - Q3 2023 holdings

$943 Million is the total value of EverSource Wealth Advisors, LLC's 5614 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 104.9% .

 Value Shares↓ Weighting
HL ExitHECLA MNG CO COMstock$0-603
-100.0%
0.00%
ExitR1 RCM INC COMstock$0-31
-100.0%
0.00%
RHP ExitRYMAN HOSPITALITY PPTYS INC COMreit$0-6
-100.0%
0.00%
FPF ExitFIRST TR INTER DURATN PFD & IN COMcef$0-152
-100.0%
0.00%
AGD ExitABRDN GLOBAL DYNAMIC DIVIDEND COMcef$0-30
-100.0%
0.00%
BMEZ ExitBLACKROCK HEALTH SCIENCES TERM COM SHScef$0-119
-100.0%
0.00%
CALX ExitCALIX INC COMstock$0-10
-100.0%
0.00%
PETZ ExitTDH HLDGS INC SHS NEWstock$0-5
-100.0%
0.00%
VIRT ExitVIRTU FINL INC CL Astock$00
+100.0%
0.00%
ESRT ExitEMPIRE ST RLTY TR INC CL Areit$0-24
-100.0%
0.00%
AFIN ExitTHE NECESSITY RETAIL REIT INC COM CLASS Areit$0-416
-100.0%
0.00%
KLIC ExitKULICKE & SOFFA INDS INC COMstock$0-35
-100.0%
0.00%
EBS ExitEMERGENT BIOSOLUTIONS INC COMstock$0-206
-100.0%
0.00%
INDO ExitINDONESIA ENERGY CORP LTD ORD SHSstock$0-99
-100.0%
0.00%
ExitSOMALOGIC INC CLASS A COMstock$0-1,037
-100.0%
0.00%
NIE ExitVIRTUS EQUITY & CONV INCM FD COMcef$0-12
-100.0%
0.00%
EOI ExitEATON VANCE ENHANCED EQUITY IN COMcef$0-10
-100.0%
0.00%
ExitNUVEEN VRIABL RAT PFD & INM FD COMcef$0-6
-100.0%
0.00%
DHF ExitBNY MELLON HIGH YIELD STRATEGI SH BEN INTcef$0-32
-100.0%
0.00%
BIGZ ExitBLACKROCK INNOVATION AND GRW SHS BEN INTcef$0-236
-100.0%
0.00%
ExitSIGHT SCIENCES INC COMstock$0-118
-100.0%
0.00%
ExitVBI VACCINES INC CDA COM NEWstock$0-212
-100.0%
0.00%
NHI ExitNATIONAL HEALTH INVS INC COMreit$0-19
-100.0%
0.00%
CNMD ExitCONMED CORP COMstock$0-4
-100.0%
0.00%
AWF ExitALLIANCEBERNSTEIN GLOBAL HIGH COMcef$0-233
-100.0%
0.00%
ACP ExitABRDN INCOME CREDIT STRATEGIES COMcef$0-24
-100.0%
0.00%
UE ExitURBAN EDGE PPTYS COMreit$0-39
-100.0%
0.00%
EMD ExitWESTERN ASSET EMERGING MKTS DE COMcef$0-413
-100.0%
0.00%
OSK ExitOSHKOSH CORP COMstock$0-13
-100.0%
0.00%
XNCR ExitXENCOR INC COMstock$0-38
-100.0%
0.00%
MNKD ExitMANNKIND CORP COM NEWstock$0-1,000
-100.0%
0.00%
AFT ExitAPOLLO SR FLOATING RATE FD INC COMcef$0-27
-100.0%
0.00%
RWLK ExitREWALK ROBOTICS LTD SHSstock$0-40
-100.0%
0.00%
IDEX ExitIDEANOMICS INC COMstock$0-225
-100.0%
0.00%
PWS ExitPACER WEALTHSHIELD ETFetf$0-160
-100.0%
0.00%
ExitHIPPO HLDGS INC COM NEWstock$0-72
-100.0%
0.00%
BLDP ExitBALLARD PWR SYS INC NEW COMstock$0-312
-100.0%
0.00%
IZEA ExitIZEA WORLDWIDE INC COM NEWstock$0-1
-100.0%
0.00%
TKR ExitTIMKEN CO COMstock$0-12
-100.0%
0.00%
DSX ExitDIANA SHIPPING INC COMstock$0-137
-100.0%
0.00%
BGR ExitBLACKROCK ENERGY & RES TR COMcef$0-19
-100.0%
0.00%
STOK ExitSTOKE THERAPEUTICS INC COMstock$0-127
-100.0%
0.00%
DAN ExitDANA INC COMstock$0-189
-100.0%
0.00%
NSL ExitNUVEEN SR INCOME FD COMcef$0-61
-100.0%
0.00%
AVK ExitADVENT CONV & INCOME FD COMcef$0-331
-100.0%
0.00%
RMT ExitROYCE MICRO-CAP TR INC COMcef$0-64
-100.0%
0.00%
BPOP ExitPOPULAR INC COM NEWstock$00
+100.0%
0.00%
FSD ExitFIRST TR HIGH INCOME LONG / SH COMcef$0-123
-100.0%
0.00%
ISD ExitPGIM HIGH YIELD BOND FUND INC COMcef$0-181
-100.0%
0.00%
SSP ExitSCRIPPS E W CO OHIO CL A NEWstock$0-176
-100.0%
0.00%
BWG ExitBRANDYWINEGBL GBL INCM OPP FD COMcef$0-293
-100.0%
0.00%
HOV ExitHOVNANIAN ENTERPRISES INC CL A NEWstock$0-40
-100.0%
0.00%
TMCI ExitTREACE MED CONCEPTS INC COMstock$0-39
-100.0%
0.00%
TEI ExitTEMPLETON EMERGING MKTS INCOME COMcef$0-125
-100.0%
0.00%
AUDC ExitAUDIOCODES LTD ORDstock$0-29
-100.0%
0.00%
HWKN ExitHAWKINS INC COMstock$0-21
-100.0%
0.00%
LU ExitLUFAX HOLDING LTD ADS REP SHS CL Aadr$0-2,356
-100.0%
0.00%
IGR ExitCBRE GBL REAL ESTATE INC FD COMcef$0-629
-100.0%
0.00%
ExitTRINSEO PLC SHSstock$0-222
-100.0%
0.00%
NEX ExitNEXTIER OILFIELD SOLUTIONS COMstock$0-198
-100.0%
0.00%
RPV ExitINVESCO S&P 500 PURE VALUE ETFetf$0-50
-100.0%
0.00%
TUYA ExitTUYA INC SPONSERED ADSadr$0-300
-100.0%
0.00%
ExitCBL & ASSOC PPTYS INC COMMON STOCKreit$0-45
-100.0%
0.00%
CAN ExitCANAAN INC SPONSORED ADSadr$0-10
-100.0%
0.00%
PPT ExitPUTNAM PREMIER INCOME TR SH BEN INTcef$0-388
-100.0%
0.00%
MGNX ExitMACROGENICS INC COMstock$0-10
-100.0%
0.00%
BOE ExitBLACKROCK ENHANCED GLOBAL DIVI COMcef$0-426
-100.0%
0.00%
SBLK ExitSTAR BULK CARRIERS CORP. SHS PARstock$0-27
-100.0%
0.00%
WINA ExitWINMARK CORP COMstock$0-3
-100.0%
0.00%
GT ExitGOODYEAR TIRE & RUBR CO COMstock$00
+100.0%
0.00%
SONO ExitSONOS INC COMstock$0-71
-100.0%
0.00%
IGE ExitISHARES NORTH AMERICAN NATURAL RESOURCES ETFetf$0-53
-100.0%
0.00%
RARE ExitULTRAGENYX PHARMACEUTICAL INC COMstock$0-25
-100.0%
0.00%
ExitDURECT CORP COM NEWstock$0-100
-100.0%
0.00%
ExitCOHEN & STEERS REAL ESTATE OPP SHS BENFIN INTcef$0-10
-100.0%
0.00%
PTA ExitCOHEN & STEERS TAX ADVAN PFD S COMcef$0-93
-100.0%
0.00%
ANIK ExitANIKA THERAPEUTICS INC COMstock$0-38
-100.0%
0.00%
WDI ExitWESTERN ASSET DIVERSIFIED INCM COM SHS BEN INTcef$0-118
-100.0%
0.00%
NCV ExitVIRTUS CONVERTIBLE & INCOME FD COMcef$0-187
-100.0%
0.00%
THTX ExitTHERATECHNOLOGIES INC COMstock$0-2,484
-100.0%
0.00%
ExitDUOLINGO INC CL A COMstock$00
+100.0%
0.00%
ESGR ExitENSTAR GROUP LIMITED SHSstock$00
+100.0%
0.00%
URG ExitUR-ENERGY INC COMstock$0-450
-100.0%
0.00%
LEGN ExitLEGEND BIOTECH CORP SPONSORED ADSadr$0-14
-100.0%
0.00%
UFCS ExitUNITED FIRE GROUP INC COMstock$0-54
-100.0%
0.00%
TNET ExitTRINET GROUP INC COMstock$00
+100.0%
0.00%
LSI ExitLIFE STORAGE INC COMreit$0-23
-100.0%
0.00%
TNP ExitTSAKOS ENERGY NAVIGATION LTD SHSstock$0-43
-100.0%
0.00%
RDWR ExitRADWARE LTD ORDstock$0-24
-100.0%
0.00%
BDJ ExitBLACKROCK ENHANCED EQUITY DIVI COMcef$0-60
-100.0%
0.00%
EYE ExitNATIONAL VISION HLDGS INC COMstock$0-23
-100.0%
0.00%
IGA ExitVOYA GLBL ADV & PREM OPP FD COMcef$0-31
-100.0%
0.00%
CNS ExitCOHEN & STEERS INC COMstock$0-17
-100.0%
0.00%
OPP ExitRIVERNORTH DOUBLELINE STRATE COMcef$0-74
-100.0%
0.00%
JPC ExitNUVEEN PFD & INCOME OPPORTUNIT COMcef$0-16
-100.0%
0.00%
FR ExitFIRST INDL RLTY TR INC COMreit$0-39
-100.0%
0.00%
FWONK ExitLIBERTY MEDIA CORP DEL COM SER C FRMLAstock$0-14
-100.0%
0.00%
ALTR ExitALTAIR ENGR INC COM CL Astock$0-7
-100.0%
0.00%
BCAT ExitBLACKROCK CAP ALLOCATION TERM COMcef$0-162
-100.0%
0.00%
EAD ExitALLSPRING INCOME OPPORTUNIT INC OPPTY FDcef$0-216
-100.0%
0.00%
ATR ExitAPTARGROUP INC COMstock$00
+100.0%
0.00%
VUZI ExitVUZIX CORP COM NEWstock$0-557
-100.0%
0.00%
AIF ExitAPOLLO TACTICAL INCOME FD INC COMcef$0-60
-100.0%
0.00%
SDHY ExitPGIM SHORT DUR HIG YLD OPP FD COMcef$0-18
-100.0%
0.00%
FTF ExitFRANKLIN LTD DURATION INCOME T COMcef$0-26
-100.0%
0.00%
ADX ExitADAMS DIVERSIFIED EQUITY FD COMcef$0-57
-100.0%
0.00%
NHS ExitNEUBERGER BERMAN HIGH YIELD ST COMcef$0-15
-100.0%
0.00%
BLIN ExitBRIDGELINE DIGITAL INC COMstock$0-9
-100.0%
0.00%
AJRD ExitAEROJET ROCKETDYNE HLDGS INC COMstock$0-22
-100.0%
0.00%
JQC ExitNUVEEN CR STRATEGIES INCOME FD COM SHScef$0-594
-100.0%
0.00%
ISEE ExitIVERIC BIO INC COMstock$0-42
-100.0%
0.00%
ALVR ExitALLOVIR INC COMstock$0-159
-100.0%
0.00%
AMWL ExitAMERICAN WELL CORP CL Astock$0-432
-100.0%
0.00%
CDE ExitCOEUR MNG INC COM NEWstock$00
+100.0%
0.00%
DSL ExitDOUBLELINE INCOME SOLUTIONS FD COMcef$0-8
-100.0%
0.00%
GAM ExitGENERAL AMERN INVS CO INC COMcef$0-14
-100.0%
0.00%
JKS ExitJINKOSOLAR HLDG CO LTD SPONSORED ADRadr$0-45
-100.0%
0.00%
TIGO ExitMILLICOM INTL CELLULAR S A COM STKstock$0-88
-100.0%
0.00%
AIV ExitAPARTMENT INVT & MGMT CO CL Areit$0-19
-100.0%
0.00%
GLOP ExitGASLOG PARTNERS LP UNIT LTD PTNRPstock$0-83
-100.0%
0.00%
LAC ExitLITHIUM AMERS CORP NEW COM NEWstock$0-25
-100.0%
0.00%
MMT ExitMFS MULTIMARKET INCOME TR SH BEN INTcef$0-763
-100.0%
0.00%
ARRY ExitARRAY TECHNOLOGIES INC COM SHSstock$00
+100.0%
0.00%
ExitMAINSTAY CBRE GBL INFRA MEG TR COMcef$0-47
-100.0%
0.00%
CHY ExitCALAMOS CONV & HIGH INCOME FD COM SHScef$0-75
-100.0%
0.00%
ENTA ExitENANTA PHARMACEUTICALS INC COMstock$0-68
-100.0%
0.00%
JGH ExitNUVEEN GLOBAL HIGH INCOME FD SHScef$0-40
-100.0%
0.00%
ExitWESTERN ASSET MTG CAP CORP COMreit$0-6
-100.0%
0.00%
AEG ExitAEGON N V NY REGISTRY SHSadr$0-868
-100.0%
0.00%
WIA ExitWESTERN ASST INFLTN LKD INM FD COM SH BEN INTcef$0-22
-100.0%
0.00%
WIW ExitWESTERN AST INFL LKD OPP & INM COMcef$0-338
-100.0%
0.00%
MCR ExitMFS CHARTER INCOME TR SH BEN INTcef$0-512
-100.0%
0.00%
BIF ExitSRH TOTAL RETURN FUND INC COMcef$0-142
-100.0%
0.00%
LDP ExitCOHEN & STEERS LTD DURATION PF COMcef$0-7
-100.0%
0.00%
MIN ExitMFS INTER INCOME TR SH BEN INTcef$0-392
-100.0%
0.00%
ATNI ExitATN INTL INC COMstock$0-24
-100.0%
0.00%
STRL ExitSTERLING INFRASTRUCTURE INC COMstock$0-50
-100.0%
0.00%
GHY ExitPGIM GLOBAL HIGH YIELD FD FORM COMcef$0-290
-100.0%
0.00%
ExitOCEANPAL INC COMstock$0-3
-100.0%
0.00%
PHK ExitPIMCO HIGH INCOME FD COM SHScef$0-750
-100.0%
0.00%
ExitBLACKROCK ESG CAP ALLC TERM SHS BEN INTcef$0-174
-100.0%
0.00%
RVT ExitROYCE VALUE TR INC COMcef$0-301
-100.0%
0.00%
HUDI ExitHUADI INTERNATIONAL GRP CO LTD SHSstock$0-93
-100.0%
0.00%
GDV ExitGABELLI DIVID & INCOME TR COMcef$0-47
-100.0%
0.00%
FIZZ ExitNATIONAL BEVERAGE CORP COMstock$0-19
-100.0%
0.00%
INDT ExitINDUS REALTY TRUST INC COMstock$00
+100.0%
0.00%
AWP ExitABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INTcef$0-287
-100.0%
0.00%
CD ExitCHINDATA GROUP HLDGS LTD ADSadr$0-283
-100.0%
0.00%
OLO ExitOLO INC CL Astock$0-86
-100.0%
0.00%
AMC ExitAMC ENTMT HLDGS INC CL A COMstock$0-55
-100.0%
0.00%
ENIC ExitENEL CHILE S.A. SPONSORED ADRadr$0-164
-100.0%
0.00%
ExitCYTEK BIOSCIENCES INC COMstock$0-69
-100.0%
0.00%
ExitTROOPS INC SHSstock$0-20
-100.0%
0.00%
TY ExitTRI CONTL CORP COMcef$0-38
-100.0%
0.00%
ARKQ ExitARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFetf$00
+100.0%
0.00%
IOVA ExitIOVANCE BIOTHERAPEUTICS INC COMstock$0-228
-100.0%
0.00%
ARR ExitARMOUR RESIDENTIAL REIT INC COM NEWreit$0-660
-100.0%
0.00%
AU ExitANGLOGOLD ASHANTI LIMITED SPONSORED ADRadr$0-37
-100.0%
0.00%
AVNT ExitAVIENT CORPORATION COMstock$0-35
-100.0%
0.00%
GNK ExitGENCO SHIPPING & TRADING LTD SHSstock$0-65
-100.0%
0.00%
BSQR ExitBSQUARE CORP COM NEWstock$0-10
-100.0%
0.00%
BKI ExitBLACK KNIGHT INC COMstock$0-9
-100.0%
0.00%
DX ExitDYNEX CAP INC COMreit$0-288
-100.0%
0.00%
SIGA ExitSIGA TECHNOLOGIES INC COMstock$0-258
-100.0%
0.00%
BKE ExitBUCKLE INC COMstock$0-30
-100.0%
0.00%
CURV ExitTORRID HLDGS INC COMstock$0-865
-100.0%
0.00%
EES ExitWISDOMTREE U.S. SMALLCAP FUNDetf$0-50
-100.0%
0.00%
MGF ExitMFS GOVT MKTS INCOME TR SH BEN INTcef$0-12
-100.0%
0.00%
ADT ExitADT INC DEL COMstock$0-113
-100.0%
0.00%
BHK ExitBLACKROCK CORE BD TR SHS BEN INTcef$0-274
-100.0%
0.00%
LYEL ExitLYELL IMMUNOPHARMA INC COMstock$0-386
-100.0%
0.00%
IGD ExitVOYA GLBL EQTY DIV & PREM OPP COMcef$0-152
-100.0%
0.00%
VVV ExitVALVOLINE INC COMstock$0-14
-100.0%
0.00%
DEA ExitEASTERLY GOVT PPTYS INC COMreit$0-311
-100.0%
0.00%
PK ExitPARK HOTELS & RESORTS INC COMreit$0-330
-100.0%
0.00%
BATRA ExitLIBERTY MEDIA CORP DEL COM A BRAVES GRPstock$0-1
-100.0%
0.00%
AZRE ExitAZURE PWR GLOBAL LTD SHSstock$0-134
-100.0%
0.00%
NTNX ExitNUTANIX INC CL Astock$0-160
-100.0%
0.00%
IQ ExitIQIYI INC SPONSORED ADSadr$0-17
-100.0%
0.00%
MOFG ExitMIDWESTONE FINL GROUP INC NEW COMstock$0-47
-100.0%
0.00%
OLLI ExitOLLIES BARGAIN OUTLET HLDGS IN COMstock$00
+100.0%
0.00%
JRI ExitNUVEEN REAL ASSET INCOME & GRO COMcef$0-211
-100.0%
0.00%
CENX ExitCENTURY ALUM CO COMstock$0-241
-100.0%
0.00%
EVF ExitEATON VANCE SR INCOME TR SH BEN INTcef$0-59
-100.0%
0.00%
NPCT ExitNUVEEN CORE PLUS IMPACT FUND COM BEN INTcef$0-34
-100.0%
0.00%
ExitRENEW ENERGY GLOBAL PLC CL A SHSstock$0-86
-100.0%
0.00%
BGY ExitBLACKROCK ENHANCED INTL DIV TR COM BENE INTERcef$0-107
-100.0%
0.00%
VGI ExitVIRTUS GLOBAL MULTI-SECTOR INC COMcef$0-17
-100.0%
0.00%
ARDC ExitARES DYNAMIC CR ALLOCATION FD COMcef$0-91
-100.0%
0.00%
GDOT ExitGREEN DOT CORP CL Astock$0-245
-100.0%
-0.00%
TTM ExitTATA MTRS LTD SPONSORED ADRadr$0-385
-100.0%
-0.00%
KKRPRC ExitKKR & CO INC 6 MCONV PFD Cconvertible preferred$0-89
-100.0%
-0.00%
RNP ExitCOHEN & STEERS REIT & PFD & IN COMcef$0-309
-100.0%
-0.00%
CBRL ExitCRACKER BARREL OLD CTRY STORE COMstock$0-99
-100.0%
-0.00%
PCY ExitINVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf$0-444
-100.0%
-0.00%
MD ExitPEDIATRIX MEDICAL GROUP INC COMstock$0-565
-100.0%
-0.00%
AVD ExitAMERICAN VANGUARD CORP COMstock$0-306
-100.0%
-0.00%
ExitPUTput$0-12,400
-100.0%
-0.00%
BMRN ExitBIOMARIN PHARMACEUTICAL INC COMstock$0-97
-100.0%
-0.00%
PSN ExitPARSONS CORP DEL COMstock$0-221
-100.0%
-0.00%
LSXMA ExitLIBERTY MEDIA CORP DEL COM A SIRIUSXMstock$0-205
-100.0%
-0.00%
BOTZ ExitGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf$0-200
-100.0%
-0.00%
OMI ExitOWENS & MINOR INC NEW COMstock$0-387
-100.0%
-0.00%
AOD ExitABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INTcef$0-738
-100.0%
-0.00%
DOCN ExitDIGITALOCEAN HLDGS INC COMstock$0-149
-100.0%
-0.00%
ExitNEW YORK MTG TR INC COMreit$0-680
-100.0%
-0.00%
SCL ExitSTEPAN CO COMstock$0-99
-100.0%
-0.00%
BTZ ExitBLACKROCK CR ALLOCATION INCOME COMcef$0-963
-100.0%
-0.00%
ExitAKUMIN INC COMstock$0-25,800
-100.0%
-0.00%
SVOL ExitSIMPLIFY VOLATILITY PREMIUM ETFetf$0-250
-100.0%
-0.00%
OFED ExitOCONEE FED FINL CORP COMstock$0-375
-100.0%
-0.00%
USX ExitU S XPRESS ENTERPRISES INC COM CL Astock$0-2,907
-100.0%
-0.00%
SSRM ExitSSR MINING IN COMstock$0-1,555
-100.0%
-0.00%
SLAB ExitSILICON LABORATORIES INC COMstock$0-114
-100.0%
-0.00%
ExitTEUCRIUM AGRICULTURAL STRATEGY NO K-1 ETFetf$0-500
-100.0%
-0.00%
ARNC ExitARCONIC CORPORATION COMstock$0-490
-100.0%
-0.00%
INVE ExitIDENTIV INC COM NEWstock$0-2,195
-100.0%
-0.00%
FET ExitFORUM ENERGY TECHNOLOGIES INC COMstock$0-908
-100.0%
-0.00%
MGEE ExitMGE ENERGY INC COMstock$0-326
-100.0%
-0.00%
DY ExitDYCOM INDS INC COMstock$0-200
-100.0%
-0.00%
SGOV ExitISHARES 0-3 MONTH TREASURY BOND ETFetf$0-282
-100.0%
-0.00%
LSXMK ExitLIBERTY MEDIA CORP DEL COM C SIRIUSXMstock$0-1,278
-100.0%
-0.01%
MMP ExitMAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock$0-691
-100.0%
-0.01%
IYC ExitISHARES U.S. CONSUMER DISCRETIONARY ETFetf$0-640
-100.0%
-0.01%
CRH ExitCRH PLC ADRadr$0-871
-100.0%
-0.01%
UNVR ExitUNIVAR SOLUTIONS INC COMstock$0-1,142
-100.0%
-0.01%
VGK ExitVANGUARD FTSE EUROPE ETFetf$0-673
-100.0%
-0.01%
PDCE ExitPDC ENERGY INC COMstock$0-757
-100.0%
-0.01%
ExitBONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETFetf$0-1,354
-100.0%
-0.01%
ExitSPDR GOLD MINISHARES TRUSTetf$0-1,661
-100.0%
-0.01%
ExitWISDOMTREE FLOATING RATE TREASURY FUNDetf$0-1,644
-100.0%
-0.01%
WES ExitWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INTstock$0-4,152
-100.0%
-0.01%
ExitBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFetf$0-2,107
-100.0%
-0.01%
WWE ExitWORLD WRESTLING ENTMT INC CL Astock$0-1,173
-100.0%
-0.01%
AMLP ExitALERIAN MLP ETFetf$0-11,713
-100.0%
-0.05%
Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-03
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD FTSE DEVELOPED MARKETS ETF8Q3 20235.3%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND8Q3 20235.1%
APPLE INC COM8Q3 20233.5%
VANGUARD TOTAL STOCK MARKET INDEX FUND8Q3 20234.4%
VANGUARD DIVIDEND APPRECIATION INDEX FUND8Q3 20233.5%
VANGUARD S&P 500 ETF8Q3 20233.9%
VANGUARD GROWTH INDEX FUND8Q3 20233.5%
I3 VERTICALS INC COM CL A8Q3 20233.7%
VANGUARD VALUE INDEX FUND8Q3 20232.8%
MICROSOFT CORP COM8Q3 20232.2%

View EverSource Wealth Advisors, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-09
13F-HR2023-11-03
13F-HR2023-08-04
13F-HR2023-05-11
13F-HR2023-02-09
13F-HR2022-11-07
13F-HR2022-08-01
13F-HR2022-05-25
13F-HR/A2022-02-17
13F-HR2022-02-07

View EverSource Wealth Advisors, LLC's complete filings history.

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